The USMCA, and Beyond the Negotiating Table
Welcome to The View from North America — my quick-take on the macro policy, data, and regional dynamics shaping the cross-border corridor. If you watched the headlines out of Mexico City this past week, you know the gears of North American trade are spinning. Mexican Economy Minister Marcelo Ebrard and the U.S. Trade Representative’s team are actively…
More Info about The USMCA, and Beyond the Negotiating TableTough straits: Americans and the world respond.
The spring of 2026 arrived and brought with it a sobering reality: the US administration’s “doctrine of coercion” is bumping up against both the law and public sentiment. President Trump’s use of blunt-force tariffs and a superior military have reshaped certain theaters. However, the US Supreme Court has limited the executive’s use of IEEPA for…
More Info about Tough straits: Americans and the world respond.Geopolitical shift, a North American shield.
2026 blew in at a dizzying pace, headlined by the “tale of two speeches” at Davos which underscored a profound reordering of global alliances and confirmation that we can no longer rely on the predictability of the past. This February marks 4 full years since Vladimir Putin first invaded Ukraine. While Russia held its ground in 2025, Moscow did not make any…
More Info about Geopolitical shift, a North American shield.This morning, all eyes are on Queen Elizabeth II’s funeral in Westminster Abbey, with more than 70 heads of state in attendance to pay their respects. For live coverage from London, you can click here. As we head into the Fall, higher-than-expected inflation continues here at home despite declining gas prices, and, last Friday, Wall Street closed out one of its worst…
Read More about U.S.-Mexico: High stakes, calmer tones.This summer has been marked by the ongoing war in Ukraine, and continued concerns over high inflation at home and abroad. Last week, the US Federal Reserve hiked interest rates by 0.75 percent for the second consecutive time, and Congress initiated debate on the Inflation Reduction Act. This legislation, if passed, would impact a wide range of issues, including the Affordable Care Act, climate…
Read More about US-Mexico: Temperatures rising.Over the past several weeks, the news cycle has been dominated by the tragic school shooting in Uvalde, Texas, and the January 6th House of Representatives Committee hearings. Economic uncertainty continues at home and abroad, and the ongoing Russian-Ukraine war is exacerbating concerns about inflation and a possible food crisis. As a result, the International Monetary Fund is revising its 2022 global growth…
Read More about Summit of the Americas; Mexico (and others) absent, some progress.This month, I’m sending along the following piece I wrote on a clear path forward for North America amid rising geopolitical tensions. The item was picked up by several publications including the America Society/Council of the Americas. You can find it below and here. As always, I look forward to hearing from you here at White &…
Read More about Geopolitical tensions, North American opportunityIn The News
CNN, Feb. 24, 2026: The Brief With Jim Sciutto – Antonio Garza joins The Brief
The Bush School’s Mosbacher Institute, Feb. 17, 2026: Discussion on the evolving dynamics of U.S.–Mexico relations.
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- The USMCA, and Beyond the Negotiating Table June 2, 2026
- Tough straits: Americans and the world respond. May 7, 2026
- The Bush School’s Mosbacher Institute April 21, 2026
- Geopolitical shift, a North American shield. February 20, 2026
- Holiday Cheer, Geopolitical Chill December 19, 2025
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